RISK MANAGED EQUITY INVESTING

The CVR Dynamic Allocation Fund (CVRAX / CVRVX) is a SEC registered mutual fund. Designed as a hedged equity alternative that systematically adjusts to changing risk to deliver in up markets and protect in down markets.

At CVR, the principals each have a substantial investment in the fund alongside our investors. We serve our clients by investing with downside risk in mind; protecting against capital loss in bear markets is critical to compounding wealth over the long term. The CVR Dynamic Allocation Fund (“the Fund”) has built-in “shock absorbers” designed to protect against significant losses while also providing investors exposure to equity upside.

The Funds are offered only to United States residents, and information on this site is intended only for such persons. Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any CVR Portfolio Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction.